See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,362 | $102,966-57.9% | $90,281-52.0% | $152,861-71.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -6.20% | 95.16%-101.4pp | 78.10%-84.3pp | 345.32%-351.5pp |
| Employer contribution / active EE | $17,750 | $3,139+465.5% | $2,854+521.8% | $4,762+272.7% |
| Participant deferral / active EE | $15,200 | $4,281+255.0% | $3,885+291.2% | $5,850+159.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |